0001731275-19-000005.txt : 20191028
0001731275-19-000005.hdr.sgml : 20191028
20191028135005
ACCESSION NUMBER: 0001731275-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191028
DATE AS OF CHANGE: 20191028
EFFECTIVENESS DATE: 20191028
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DIVERGENT WEALTH ADVISORS, LLC
CENTRAL INDEX KEY: 0001731275
IRS NUMBER: 821092105
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18629
FILM NUMBER: 191172384
BUSINESS ADDRESS:
STREET 1: 910 WEST LEGACY CENTER WAY
STREET 2: SUITE 130
CITY: MIDVALE
STATE: UT
ZIP: 84047
BUSINESS PHONE: 385-237-4000
MAIL ADDRESS:
STREET 1: 910 WEST LEGACY CENTER WAY
STREET 2: SUITE 130
CITY: MIDVALE
STATE: UT
ZIP: 84047
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001731275
XXXXXXXX
09-30-2019
09-30-2019
DIVERGENT WEALTH ADVISORS, LLC
910 WEST LEGACY CENTER WAY
SUITE 130
MIDVALE
UT
84047
13F HOLDINGS REPORT
028-18629
N
Victoria Scott
Operations Manager
3852374000
Victoria Scott
Midvale
UT
10-28-2019
0
42
322796
false
INFORMATION TABLE
2
dwa13f20190930.xml
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
307
1142
SH
SOLE
0
0
1142
ISHARES TR
CORE S&P MCP ETF
464287507
28867
149392
SH
SOLE
0
0
149392
ISHARES TR
CORE S&P SCP ETF
464287804
19046
244679
SH
SOLE
0
0
244679
ISHARES TR
CORE S&P500 ETF
464287200
42169
141259
SH
SOLE
0
0
141259
AMAZON COM INC
COM
023135106
512
295
SH
SOLE
0
0
295
INVESCO QQQ TR
UNIT SER 1
46090E103
383
2026
SH
SOLE
0
0
2026
AMGEN INC
COM
031162100
1892
9777
SH
SOLE
0
0
9777
MEDTRONIC PLC
SHS
G5960L103
2675
24631
SH
SOLE
0
0
24631
CHEVRON CORP NEW
COM
166764100
1370
11552
SH
SOLE
0
0
11552
INTERNATIONAL BUSINESS MACHS
COM
459200101
408
2805
SH
SOLE
0
0
2805
EXXON MOBIL CORP
COM
30231G102
874
12382
SH
SOLE
0
0
12382
UNION PACIFIC CORP
COM
907818108
373
2301
SH
SOLE
0
0
2301
LILLY ELI & CO
COM
532457108
260
2324
SH
SOLE
0
0
2324
GILEAD SCIENCES INC
COM
375558103
2412
38053
SH
SOLE
0
0
38053
JPMORGAN CHASE & CO
COM
46625H100
228
1935
SH
SOLE
0
0
1935
WELLS FARGO CO NEW
COM
949746101
688
13638
SH
SOLE
0
0
13638
FORD MTR CO DEL
COM
345370860
155
16940
SH
SOLE
0
0
16940
APPLE INC
COM
037833100
684
3054
SH
SOLE
0
0
3054
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
277
2380
SH
SOLE
0
0
2380
ZIONS BANCORPORATION N A
COM
989701107
391
8792
SH
SOLE
0
0
8792
ISHARES TR
CORE US AGGBD ET
464287226
35225
311255
SH
SOLE
0
0
311255
BOSTON SCIENTIFIC CORP
COM
101137107
3658
89902
SH
SOLE
0
0
89902
ISHARES TR
TIPS BD ETF
464287176
6365
54734
SH
SOLE
0
0
54734
BECTON DICKINSON & CO
COM
075887109
219
866
SH
SOLE
0
0
866
ISHARES TR
CORE S&P TTL STK
464287150
36960
551064
SH
SOLE
0
0
551064
ISHARES TR
INTL DEV RE ETF
464288489
5086
171408
SH
SOLE
0
0
171408
ZAGG INC
COM
98884U108
157
25119
SH
SOLE
0
0
25119
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
4858
39921
SH
SOLE
0
0
39921
ISHARES TR
CORE HIGH DV ETF
46429B663
15885
168698
SH
SOLE
0
0
168698
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
207
3574
SH
SOLE
0
0
3574
ISHARES INC
CORE MSCI EMKT
46434G103
16214
330768
SH
SOLE
0
0
330768
ISHARES TR
CORE MSCI TOTAL
46432F834
25388
439545
SH
SOLE
0
0
439545
ISHARES TR
CORE MSCI EAFE
46432F842
1442
23609
SH
SOLE
0
0
23609
ISHARES TR
CORE 1 5 YR USD
46432F859
31933
632455
SH
SOLE
0
0
632455
ALPHABET INC
CAP STK CL C
02079K107
244
200
SH
SOLE
0
0
200
ISHARES TR
CORE TOTAL USD
46434V613
13284
253461
SH
SOLE
0
0
253461
ISHARES TR
GLOBAL REIT ETF
46434V647
3614
128715
SH
SOLE
0
0
128715
FIDELITY COVINGTON TR
MSCI RL EST ETF
316092857
6918
247941
SH
SOLE
0
0
247941
PROSPECT CAPITAL CORPORATION
NOTE 4.750% 4/1
74348TAQ5
50
50000
PRN
SOLE
0
0
50000
ISHARES TR
CORE INTL AGGR
46435G672
11005
197253
SH
SOLE
0
0
197253
BLACKROCK TCP CAPITAL CORP
NOTE 4.625% 3/0
87238QAD5
50
49000
PRN
SOLE
0
0
49000
PROSPECT CAPITAL CORPORATION
NOTE 6.375% 3/0
74348TAT9
63
60000
PRN
SOLE
0
0
60000